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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%Nov 12 4:00 PM EST

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To: Return to Sender who wrote (12117)10/20/2003 6:43:10 PM
From: Donald Wennerstrom  Read Replies (2) of 95406
 
Here is the updated tabular information based on SEMI's latest release on BtB.


Bookings
YR YR YR YR YR YR YR
1997 1998 1999 2000 2001 2002 2003
Month (M) (M) (M) (M) (M) (M) (M)
JAN 1116 1363 997 2227 1854 645 739
FEB 1101 1233 1029 2302 1611 737 761
MAR 1265 1123 1257 2547 1197 836 777
APR 1386 1102 1405 2716 721 996 757
MAY 1421 1107 1514 2778 723 1105 724
JUN 1474 933 1561 2859 731 1171 722
JUL 1659 718 1531 2902 769 1182 707
AUG 1688 572 1565 2984 715 1017 732
SEP 1774 481 1511 2888 614 832 761
OCT 1835 638 1610 2993 644 775
NOV 1599 767 1695 2707 589 777
DEC 1550 883 1908 2372 629 827
TOTAL 17868 10920 17581 32274 10798 10899 6679

Billings
YR YR YR YR YR YR YR
1997 1998 1999 2000 2001 2002 2003
Month (M) (M) (M) (M) (M) (M) (M)
JAN 1034 1458 890 1604 2308 800 784
FEB 1029 1369 845 1594 2279 818 778
MAR 1102 1370 944 1745 2020 798 857
APR 1261 1416 1099 1991 1655 815 840
MAY 1299 1361 1217 2158 1462 870 805
JUN 1375 1266 1288 2260 1360 927 777
JUL 1476 1112 1375 2373 1192 969 786
AUG 1536 1012 1441 2431 1144 995 792
SEP 1672 846 1413 2476 961 1045 804
OCT 1793 852 1484 2574 896 1000
NOV 1598 932 1529 2422 817 976
DEC 1559 921 1598 2389 819 878
TOTAL 16734 13914 15122 26017 16912 10890 7223

Book to Bill
YR YR YR YR YR YR YR
Month 1997 1998 1999 2000 2001 2002 2003
JAN 1.08 0.93 1.12 1.39 0.80 0.81 0.94
FEB 1.07 0.90 1.22 1.44 0.71 0.90 0.98
MAR 1.15 0.82 1.33 1.46 0.59 1.05 0.91
APR 1.10 0.78 1.28 1.36 0.44 1.22 0.90
MAY 1.09 0.81 1.24 1.29 0.49 1.27 0.90
JUN 1.07 0.74 1.21 1.27 0.54 1.26 0.93
JUL 1.12 0.65 1.11 1.22 0.65 1.22 0.90
AUG 1.10 0.56 1.09 1.23 0.62 1.02 0.92
SEP 1.06 0.57 1.07 1.17 0.64 0.80 0.95
OCT 1.02 0.75 1.08 1.16 0.72 0.78
NOV 1.00 0.82 1.11 1.12 0.72 0.80
DEC 0.99 0.96 1.19 0.99 0.77 0.94

Bookings Minus Billings
YR YR YR YR YR YR YR
1997 1998 1999 2000 2001 2002 2003
Month (M) (M) (M) (M) (M) (M) (M)
JAN 82 -95 107 624 -454 -155 -45
FEB 72 -136 184 707 -668 -81 -17
MAR 163 -247 313 802 -823 38 -80
APR 125 -314 306 724 -933 181 -83
MAY 122 -254 298 621 -738 236 -82
JUN 99 -333 272 599 -629 244 -54
JUL 183 -394 156 529 -423 213 -79
AUG 152 -440 124 553 -429 22 -61
SEP 102 -364 98 412 -347 -213 -43
OCT 42 -214 125 419 -251 -225
NOV 1 -164 166 285 -228 -200
DEC -9 -38 310 -17 -191 -52
TOTAL 1134 -2994 2458 6257 -6115 9 -544
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